The Financial Puzzle Playbook

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The Financial Puzzle Playbook

Jim Sumpter

37 episodes

2 weeks ago

Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!

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Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!

Show more...

Episodes (20/37)

The Financial Puzzle Playbook

Year-End Financial Planning with Andy Graffeo (Ep. 36)

Join host Jim Sumpter, CFP®, and his returning guest, CMC Financial’s Vice President, Andy Graffeo, AFSP, as they take you through essential year-end financial planning strategies using their six-piece playbook. They cover key topics like maximizing 401(k) contributions, Roth conversions, required minimum distributions, charitable giving, education planning, and energy tax credits. Throughout the episode, Jim … Read More Read More

2 weeks ago

39 minutes 41 seconds

The Financial Puzzle Playbook

Santa’s Take on Holiday Spending (Ep. 35)

The holidays come early in this unforgettable episode of The Financial Puzzle Playbook, where Jim Sumpter is joined by none other than Santa Claus himself. With a cocoa in hand and a beachy Hawaiian shirt on, Santa opens up about his off-season routine, what makes the perfect cookie, and why budgeting for the holidays is … Read More Read More

1 month ago

39 minutes 33 seconds

The Financial Puzzle Playbook

What Gen Z Gets Right (And Wrong) About Money – Part 2 (Ep. 34)

What happens when Gen Z tackles investing armed with TikTok hacks in one hand and a finance textbook in the other? In this candid and high-energy episode of The Financial Puzzle Playbook, host Jim Sumpter reconnects with Vivi Spotswood, a rising junior at Ole Miss, for part two of their conversation. This time, the spotlight … Read More Read More

1 month ago

44 minutes 59 seconds

The Financial Puzzle Playbook

What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)

When Vivi Spotswood arrived at Ole Miss, she didn’t know many people, but what she did know was that she wanted to carve her own path. Now a rising junior studying finance, entrepreneurship, and marketing, Vivi joins host Jim Sumpter for a two-part conversation about cash flow, confidence, and the mindset shifts that come with … Read More Read More

2 months ago

32 minutes 3 seconds

The Financial Puzzle Playbook

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)

What does insurance really look like across a lifetime, and how do you make sure it fits your plan? In this second conversation with Eileen Shovlin, Director of Business Development at Crump Life Insurance, we dive deep into the logistics of insurance at different stages of life. From understanding insurability and group policies to integrating … Read More Read More

2 months ago

40 minutes 49 seconds

The Financial Puzzle Playbook

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)

What if a single unexpected moment reshaped your entire financial future? In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin, Director of Business Development at Crump Life Insurance, to explore the deeply personal journey that led her to become an advocate for smart, values-based insurance planning. From a life-altering car accident at … Read More Read More

3 months ago

32 minutes 14 seconds

The Financial Puzzle Playbook

What Rental Owners Get Wrong About Depreciation (Ep. 30)

Depreciation can be one of the most misunderstood aspects of owning a business or rental property, and mishandling it can lead to IRS headaches, audit risk, or unexpected capital gains. In this episode, Jim Sumpter, CFP®, breaks down how depreciation really works, including how it’s calculated, what qualifies, and what happens if you skip it. … Read More Read More

3 months ago

30 minutes 50 seconds

The Financial Puzzle Playbook

Is It a Business or a Hobby? How the IRS Decides (Ep. 29)

Have you ever wondered if your side hustle qualifies as a legitimate business or if the IRS sees it as just a hobby? In this episode, Jim Sumpter, CFP®, unpacks the surprisingly high-stakes distinction between the two. With real-life examples, Jim walks through the IRS’s 9-factor test for business classification and why failing that test … Read More Read More

3 months ago

28 minutes 51 seconds

The Financial Puzzle Playbook

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)

What’s the puzzle of financial empowerment for women? Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in part two of the Financial Puzzle Playbook. Discover how women are becoming major financial decision-makers and what it means for the future. From understanding the impact of social media on financial literacy among … Read More Read More

4 months ago

33 minutes 38 seconds

The Financial Puzzle Playbook

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)

What’s driving the financial power shift towards women, and how will it impact the future of wealth management? Join us on the Financial Puzzle Playbook as Jim Sumpter explores this transformative trend with Jillian Berry, the Senior Director of StrongHer Money. They delve into the upcoming $104 trillion wealth transfer across generations and highlight the … Read More Read More

5 months ago

30 minutes 2 seconds

The Financial Puzzle Playbook

Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)

What happens when the stock market takes a wild ride? Join Jim Sumpter and special guest Matt Sommer, a seasoned strategist with Janus Henderson Investors, as they unpack market volatility, exploring how emotions and mindsets impact financial decisions and investments. Listen as they dive into the complexities of investments with a focus on retirement planning … Read More Read More

5 months ago

42 minutes 19 seconds

The Financial Puzzle Playbook

Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)

What happens when two independent financial worlds come together? Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planning—cash flow, retirement, insurance, investments, income, taxes, and estate planning with guest Amanda Callahan, who offers a fresh perspective on merging as a couple. Listen as Jim and Amanda navigate the … Read More Read More

6 months ago

30 minutes 31 seconds

The Financial Puzzle Playbook

The Financial Puzzle Playbook is ONE! (Ep. 24)

What does a year of piecing together financial puzzles look like? Join Jim Sumpter as he marks a milestone—the anniversary of The Financial Puzzle Playbook—by walking us through a year of engaging conversations and relatable insights. Featured guests have contributed rich stories across various financial topics like the emotional impact of investments, essential estate planning, … Read More Read More

6 months ago

50 minutes 5 seconds

The Financial Puzzle Playbook

Event Planning and Financial Goals: A Perfect Match (Ep. 23)

What makes certain celebrations unforgettable? Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective planning for life’s milestone moments. Whether it’s a 50th anniversary, a baby shower, or a company holiday bash, understanding the ‘why’ behind the ‘what’ is crucial for hosts and attendees. Jim and Amanda tackle … Read More Read More

7 months ago

33 minutes 4 seconds

The Financial Puzzle Playbook

Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

What unexpected factors should you consider when planning a wedding budget? Jim Sumpter and Amanda Callahan dive into the intricacies of event planning, focusing on cash flow and unforgettable experiences. Amanda, with her extensive background in wedding planning, shares insider tips on budgets, venues, and the importance of being prepared for the unexpected, like weather … Read More Read More

7 months ago

32 minutes 49 seconds

The Financial Puzzle Playbook

How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

Can understanding financial literacy reshape your future? Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest Victoria O’Tool, Wealth Manager Intern at Mercer Advisors, explore the vital role of financial smarts in everyday life. This episode dives deep into the six essential financial puzzle pieces and why grasping them is crucial … Read More Read More

8 months ago

34 minutes 32 seconds

The Financial Puzzle Playbook

Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)

What happens when life’s unexpected events test your financial preparations? In this episode of the Financial Puzzle Playbook, Jim Sumpter explores the often overlooked yet vital components of financial planning: insurance and estate planning. How do these pieces fit into your financial puzzle, especially when life throws the unexpected your way? Discover through real-life stories … Read More Read More

8 months ago

40 minutes 33 seconds

The Financial Puzzle Playbook

Simplifying Investments with Rick Wedell (Ep. 19)

How can you make financial planning feel less like a daunting task and more like a solvable puzzle? In this episode of the Financial Puzzle Playbook, host Jim Sumpter, CFP®, dives deep into the complex yet essential piece of the financial puzzle: investments. Joining him is Rick Wedell, President and Chief Investment Officer of RFG … Read More Read More

9 months ago

37 minutes 24 seconds

The Financial Puzzle Playbook

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

What if money could buy happiness? In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of money with a focus on whether money can buy happiness. They unpack this fascinating question by diving into the often-overlooked connection between financial planning and happiness. … Read More Read More

9 months ago

41 minutes 39 seconds

The Financial Puzzle Playbook

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills. In this episode, Jim Sumpter, CFP®, is joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory. They explore the often-overlooked psychological and emotional aspects of financial planning. You’ll learn why cash flow … Read More Read More

10 months ago

41 minutes 44 seconds